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Dimensional World ex US Core Equity 2 ETF

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 7676 (0)

1.46% less ownership

Funds ownership: 79.94%78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
301
Total Wealth Planning
Ohio
$598K -$378K -15,466 -40%
MHS
302
M Holdings Securities
Oregon
$597K -$24.6M -1,003,606 -98%
ASI
303
Advisory Services & Investments
Oregon
$594K -$26.1K -1,068 -4%
LWM
304
LJI Wealth Management
Indiana
$583K -$49 -2 -0%
IWN
305
Independent Wealth Network
Iowa
$578K -$7.34K -300 -1%
FIM
306
Freedom Investment Management
Connecticut
$567K +$13K +530 +2%
RA
307
Rise Advisors
New York
$558K +$612 +25 +0.1%
DF
308
DecisionPoint Financial
Arizona
$552K -$22.1K -905 -4%
AG
309
Ascent Group
Virginia
$550K -$26.9K -1,099 -5%
Envestnet Portfolio Solutions
310
Envestnet Portfolio Solutions
Illinois
$545K -$104K -4,265 -17%
WFA
311
Websterrogers Financial Advisors
South Carolina
$531K +$24 +1 +0%
FWP
312
Falcon Wealth Planning
California
$528K
WIA
313
World Investment Advisors
California
$522K +$502K +20,527 New
RW
314
RVW Wealth
California
$514K -$25.1K -1,027 -5%
SW
315
Simplicity Wealth
New Jersey
$508K +$488K +19,964 New
JC
316
JB Capital
Connecticut
$491K +$52.2K +2,135 +12%
SWP
317
Stratos Wealth Partners
Ohio
$491K +$36.1K +1,477 +8%
MGIA
318
Moneta Group Investment Advisors
Missouri
$468K +$269 +11 +0.1%
SCM
319
Sterneck Capital Management
Missouri
$459K
PTC
320
Private Trust Company
Ohio
$457K +$538 +22 +0.1%
MWM
321
Mission Wealth Management
California
$453K +$20.5K +840 +5%
CT
322
Colonial Trust
South Carolina
$451K -$32.8K -1,341 -7%
QCM
323
Quantinno Capital Management
New York
$445K +$164K +6,722 +62%
BAWC
324
Boyce & Associates Wealth Consulting
Texas
$439K +$55.9K +2,285 +15%
PCIA
325
Prime Capital Investment Advisors
Kansas
$438K +$12.4K +507 +3%

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.